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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,546 | $48,235-67.8% | $68,803-77.4% | $68,490-77.3% |
| Participation rate | 43.9% | 60.7%-16.8pp | 69.0%-25.1pp | 67.9%-24.0pp |
| Annual return | -17.27% | -12.70%-4.6pp | -6.37%-10.9pp | -7.85%-9.4pp |
| Employer contribution / active EE | $921 | $1,829-49.6% | $2,656-65.3% | $2,597-64.5% |
| Participant deferral / active EE | $1,159 | $2,867-59.6% | $3,942-70.6% | $4,028-71.2% |
| Admin fee / account holder | $1,327 | $4,361-69.6% | $4,936-73.1% | $5,403-75.4% |